Global Energy Storage Industry Update | September 11, 2025

Published PM GMT+8 GMT+8, September 11, 2025,

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Corporate News
[Vietnam] Fluence Launches Smartstack Battery Production
Tags: #Fluence

This update highlights the latest developments in the global energy storage sector, including Fluence’s Smartstack battery production in Vietnam, Tesla’s next-generation Megapack 3 launch, large-scale storage projects in Europe, Japan’s decarbonization auctions, and new AI-driven policies in China. Key insights also cover long-duration storage research, innovative subsidy programs in Germany, and breakthroughs in power supply and cooling technologies.

Fluence has commenced production of its next-generation Smartstack storage units at its newly opened 35 GWh factory in Vietnam. Introduced in February, the Smartstack platform is designed for grid-scale applications. Its modular design divides large-scale energy storage systems into transportable units, allowing for easy installation and high-density integration.
[USA] Tesla Unveils Megapack 3, Accelerating Utility-Scale Storage
Tags: #Tesla #SystemIntegration #Fluence

This update highlights the latest developments in the global energy storage sector, including Fluence’s Smartstack battery production in Vietnam, Tesla’s next-generation Megapack 3 launch, large-scale storage projects in Europe, Japan’s decarbonization auctions, and new AI-driven policies in China. Key insights also cover long-duration storage research, innovative subsidy programs in Germany, and breakthroughs in power supply and cooling technologies.

On September 8, Tesla unveiled two new energy storage products. The latest Megapack 3 has increased its single-unit capacity from 3.9 MWh to 5 MWh. Each Megapack 3 integrates a Tesla-designed transformer, and four units can form a 20 MWh “Megablock” with a 25-year operational lifespan.
Industry Trends
[Italy] Zelestra and BKW Sign Long-Term Tolling Agreement for 2 GWh Battery Project
Tags: #RenewableEnergyMagazine
This update highlights the latest developments in the global energy storage sector, including Fluence’s Smartstack battery production in Vietnam, Tesla’s next-generation Megapack 3 launch, large-scale storage projects in Europe, Japan’s decarbonization auctions, and new AI-driven policies in China. Key insights also cover long-duration storage research, innovative subsidy programs in Germany, and breakthroughs in power supply and cooling technologies. 
Zelestra and BKW have signed a long-term tolling agreement to deliver a landmark 2 GWh battery storage project in Italy. Scheduled for construction in 2027 and operation in 2028, the project will enhance grid flexibility, accelerate renewable energy integration, support decarbonization, and improve energy security.
[Japan] Expanding Storage Capacity with Upcoming LTDA Auction
Tags: #EnergyStorage #GridIntegration
Japan is scaling up storage capacity to address recurring power shortages, with billions of dollars already invested in projects. The next Long-Term Decarbonization Auction (LTDA) will take place in October, serving as a critical confidence test for investors.
[USA] SRP Partners with Google on Long-Duration Energy Storage
Tags: #RenewableEnergyMagazine

This update highlights the latest developments in the global energy storage sector, including Fluence’s Smartstack battery production in Vietnam, Tesla’s next-generation Megapack 3 launch, large-scale storage projects in Europe, Japan’s decarbonization auctions, and new AI-driven policies in China. Key insights also cover long-duration storage research, innovative subsidy programs in Germany, and breakthroughs in power supply and cooling technologies.

SRP and Google have launched a partnership to advance long-duration energy storage (LDES). Google will co-fund SRP’s pilot LDES project and evaluate its operational performance while providing input on research and testing strategies.
[Australia] Study Confirms Reliability of Long-Duration Storage Systems
Tags: #EnergyStorage #LDES

This update highlights the latest developments in the global energy storage sector, including Fluence’s Smartstack battery production in Vietnam, Tesla’s next-generation Megapack 3 launch, large-scale storage projects in Europe, Japan’s decarbonization auctions, and new AI-driven policies in China. Key insights also cover long-duration storage research, innovative subsidy programs in Germany, and breakthroughs in power supply and cooling technologies.

Research by the Australian Energy Market Operator shows that long-duration storage systems (≥4 hours) offer significant reliability advantages. Non-scheduled outage rates were as low as 0–5% for 70% of battery systems studied. Australia plans to deploy 820 MW/1640 MWh of storage by 2030–2031 to meet reliability standards.
Policy & Regulation
[China] AI in Energy Storage Elevated to National Strategy
Tags: #EnergyStorage #AI

This update highlights the latest developments in the global energy storage sector, including Fluence’s Smartstack battery production in Vietnam, Tesla’s next-generation Megapack 3 launch, large-scale storage projects in Europe, Japan’s decarbonization auctions, and new AI-driven policies in China. Key insights also cover long-duration storage research, innovative subsidy programs in Germany, and breakthroughs in power supply and cooling technologies.

On September 8, two Chinese ministries released a joint policy statement elevating AI in energy storage to the level of national strategy. The plan sets targets for cultivating AI models and demonstration projects by 2027, aiming for world-leading AI applications in the energy sector by 2030.
[Germany] Hamburg Launches Balcony PV Subsidy Program
Tags: #SolarPolicy #PVSystems
Starting in October, Hamburg will provide subsidies covering up to 90% of solar PV systems (up to 800 W) for low-income households. The “Balcony Power Station” program, running until July 31, 2027, has a total budget of €580,000 and aims to reduce household energy costs.
Technology & Innovation
[Patent Granted] Efficient Control Method for Uninterruptible Power Supplies
Tags: #UPS #Inverter

This update highlights the latest developments in the global energy storage sector, including Fluence’s Smartstack battery production in Vietnam, Tesla’s next-generation Megapack 3 launch, large-scale storage projects in Europe, Japan’s decarbonization auctions, and new AI-driven policies in China. Key insights also cover long-duration storage research, innovative subsidy programs in Germany, and breakthroughs in power supply and cooling technologies.

Schneider Electric IT has unveiled a patented method for efficiently controlling uninterruptible power supplies (UPS). The design includes a charger, DC–DC converter, and controller with dual operating modes to optimize power delivery to the DC bus, addressing key limitations of existing technologies.
[Utility Model] Outdoor PV Storage Cooling Device
Tags: #PVStorage #CoolingTechnology

This update highlights the latest developments in the global energy storage sector, including Fluence’s Smartstack battery production in Vietnam, Tesla’s next-generation Megapack 3 launch, large-scale storage projects in Europe, Japan’s decarbonization auctions, and new AI-driven policies in China. Key insights also cover long-duration storage research, innovative subsidy programs in Germany, and breakthroughs in power supply and cooling technologies.

Shenzhen Hoppeck Technology Co., Ltd. has introduced an outdoor cooling and protection device for photovoltaic storage systems. The design includes a base shell, battery pack, aluminum converter, cooling cover, fan, sealing ring, and protective frame, all working together to enhance cooling efficiency and durability.

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